William Blair & Company
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William Blair & Company’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

William Blair & Company’s Portfolio CZA Stock Details CZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Hold
135
– – ﹤0.01% 1804
2025
Q4 		$15K Hold
135
– – ﹤0.01% 1752
2025
Q3 		$14.8K Hold
135
– – ﹤0.01% 1739
2025
Q2 		$14.4K Hold
135
– – ﹤0.01% 1704
2025
Q1 		$14K Hold
135
– – ﹤0.01% 1691
2024
Q4 		$14K Hold
135
– – ﹤0.01% 1707
2024
Q3 		$14.6K Hold
135
– – ﹤0.01% 1729
2024
Q2 		$13.2K Hold
135
– – ﹤0.01% 1726
2024
Q1 		$13.7K Hold
135
– – ﹤0.01% 1698
2023
Q4 		$12.7K Hold
135
– – ﹤0.01% 1696
2023
Q3 		$11.5K Hold
135
– – ﹤0.01% 1715
2023
Q2 		$12K Hold
135
– – ﹤0.01% 1721
2023
Q1 		$11.8K Hold
135
– – ﹤0.01% 1716
2022
Q4 		$12K Hold
135
– – ﹤0.01% 1725
2022
Q3 		$11K Hold
135
– – ﹤0.01% 1732
2022
Q2 		$11K Hold
135
– – ﹤0.01% 1763
2022
Q1 		$13K Sell
135
-95
-41% -$8.75K ﹤0.01% 1818
2021
Q4 		$22K Hold
230
– – ﹤0.01% 1851
2021
Q3 		$21K Hold
230
– – ﹤0.01% 1767
2021
Q2 		$21K Sell
230
-40
-15% -$3.57K ﹤0.01% 1772
2021
Q1 		$23K Hold
270
– – ﹤0.01% 1736
2020
Q4 		$21K Sell
270
-100
-27% -$7.26K ﹤0.01% 1696
2020
Q3 		$24K Hold
370
– – ﹤0.01% 1567
2020
Q2 		$23K Hold
370
– – ﹤0.01% 1522
2020
Q1 		$20K Hold
370
– – ﹤0.01% 1486
2019
Q4 		$28K Hold
370
– – ﹤0.01% 1540
2019
Q3 		$27K Hold
370
– – ﹤0.01% 1515
2019
Q2 		$26K Hold
370
– – ﹤0.01% 1556
2019
Q1 		$25K Hold
370
– – ﹤0.01% 1536
2018
Q4 		$22K Buy
+370
New +$23.7K ﹤0.01% 1476

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair & Company's CZA Position: Q1 2026 in Review

William Blair & Company held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2026 at 135 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

William Blair & Company first reported a position in CZA in Q4 2018 and has held it in 30 quarters since. The position peaked at $28K in Q4 2019. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • William Blair & Company held 135 shares of Invesco Zacks Mid-Cap ETF worth $14.9K as of Q1 2026.
  • William Blair & Company left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2026.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1804 holding.
  • William Blair & Company first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • William Blair & Company's Invesco Zacks Mid-Cap ETF position peaked at $28K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.